Edit a data source

This page explains how to edit and configure data sources you, or someone else, has already created. To learn how to create new data sources, see Add data to a report.

How to edit a data source

To edit an embedded data source, edit the report in which it's embedded.

Edit a data source from within a report

While you're editing a report, you can see all data sources that are used by that report in the Resources menu:

1. Edit your report.
2. In the menus, select Resource > Manage added data sources.
3. Locate the data source in the list. Then, to the right, click Edit.

You can also edit the data source for a specific component by following these steps:

1. Edit your report.
2. Select a component.
3. In the Properties panel, select the SETUP tab.
4. In the Data Source section, edit the data source by clicking Edit.

Note: These methods work for both embedded and reusable data sources.

Edit a data source from the home page

You can find and edit all your reusable data sources in the Data sources list on the home page by following these steps:

1. Sign in to Data Studio.
2. At the top of the Data Studio home page, click Data Sources.
3. Browse or search for the data source that you want to edit.
4. Click that data source in the list.

Note: Only reusable data sources appear in this list. To edit an embedded data source, follow the steps shown previously.

About field IDs

Each field in a data source has a unique internal field ID. Data Studio uses field IDs to identify dimensions and metrics in charts and controls. For example, filter controls use field IDs to filter all charts that contain that field ID.

You can't edit field IDs in the data source editor. This limitation prevents breaking other reports that might use the same data source. However, you can override field IDs at the report level. This is useful if you want a filter control to work across charts that use different data sources. Learn more about managing field names and IDs.

Who can edit a data source

To edit a reusable data source, you must either be the owner of the data source or have Can Edit access permission to the data source.

To edit an embedded data source, you must either be the owner of the report or have Can Edit access permission to the report.

What you can edit

Data source editors can do the following:

• Share the data source
• Rename the data source
• Rename and duplicate fields
• Create calculated fields, custom bins, and custom groups
• Create parameters
• Change field aggregations
• Add field descriptions
• Change field data types
• Refresh data source fields
• Edit the data source connection
• Change the data credentials
• Enable native functions

If you are the owner of the data source, you can also perform the following tasks:

• Remove and restore the data source
• Make someone else the owner of that data source

If you are the owner of the data credentials that are used by the data source, you can also revoke the data credentials.